Mikaela Roche is an Investment Associate on our amazing administrative team here at Cresco Wealth Management. We asked Mikaela a few questions to help you get to know her better. What is your favourite area of the business to work in? I enjoy assisting clients when they call in. Being
Part 2: Canada’s 2024 Economic Storm In the middle of difficulty, lies opportunity. – Albert Einstein Download this PDF here. In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies that seem at odds with one another,
In Brief: Reasons for Diversification In many aspects, the economies of Canada and the U.S. share similarities as developed countries ranked among the top 10 economic powers globally. Over the past two years, we’ve both grappled to curb inflation, with central banks’ actions mirroring each other. Moreover, both economies have
The Canada Pension Plan (CPP) has been in the spotlight as the Alberta government proposes creating its own retirement plan. For the answers to some questions about Alberta’s potential divorce from the CPP, see: https://www.cbc.ca/news/business/cpp-app-pension-questions-1.7011117. Most of us contribute to the CPP through our employment income, with the expectation that
How Well Are You Managing Your RRSP? Registered Retirement Savings Plan (RRSP) season is just around the corner. Beyond the importance of growing funds for retirement, avoiding certain practices can help to save tax or create a bigger nest egg for the future. Here are five RRSP pitfalls: Withdrawing funds
Balancing Churchill’s Caution, Truman’s Expectations, And Gandhi’s Wisdom In The Age Of Chaos “I always avoid prophesying beforehand, because it is much better policy to prophesy after the event has already taken place.” – Winston Churchill Download this PDF here. In the realm of economic forecasting, the concept of a
The U.S.’s Tech-Driven Reinvention “Never bet against America.” – Warren Buffett Download this PDF here. Ray Kurzweil, computer scientist and futurist, once said, “The past is over; the present is fleeting; we live in the future.” This sentiment echoes through our current moment as we stand on the threshold of an
Investing Strategies For A New Era Of Growth And Innovation “I never seen you looking so bad, my funky one.” – Steely Dan Download this PDF here. In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500
The Inconvenient Truth: An Alternative Narrative “Something is rotten in the state of Denmark” – William Shakespeare, Hamlet Download this PDF here. In the grand theatre of Canadian economic governance, a clandestine struggle is waging, echoing the dramatic narratives of Shakespeare’s Hamlet. Prime Minister Justin Trudeau, once dismissive of monetary
Download this article as a PDF Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP). The question often arises because CPP is calculated based upon the age at which an individual starts to receive monthly payments. Though
Download this article as a PDF. The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams
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